DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Dahring | Cusmano And Associates

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Kirk Wayne DahringNext Financial Group, Inc. BD affiliatedDahring | Cusmano And Associates no RAUMOtherMar 31, 2025Sep 4, 2019
Angela Suzanne CusmanoNext Financial Group, Inc. BD affiliatedDahring | Cusmano And Associates no RAUMOtherMar 31, 2025Sep 4, 2019
Ann Marie ShadleNext Financial Group, Inc. BD affiliatedDahring | Cusmano And Associates independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2025Nov 19, 2025 (233 d)
Wendy P. SimmonsNext Financial Group, Inc. BD affiliatedDahring | Cusmano And Associates independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2025Sep 30, 2025 (183 d)
Andrew Anthony JabroNext Financial Group, Inc. BD affiliatedDahring | Cusmano And Associates independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2025May 16, 2024
Tyler Danielle CurleyAe Wealth Management, LLC independent RIADahring | Cusmano And Associates independent RIARIA to RIAJun 22, 2020Jul 23, 2020 (31 d)
Julie Marie-Rafferty QuickNext Financial Group, Inc. BD affiliatedDahring | Cusmano And Associates no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 24, 2020Sep 4, 2019
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7 moves match.